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Biotech / Medical : Biotech Valuation
CRSP 56.61+5.2%Nov 6 3:59 PM EST
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To: Vector1 who wrote (539)1/23/2000 5:33:00 PM
From: biowa  Read Replies (1) of 52153
 
V1,

IMO when historians look back to the first 30 years of the 21st century the defining event will not be the internet or telecomunications but the advances in healthcare as a result of understanding the human genome and the therapies that result therefrom.

Complete agreement. And my point is directed primarily at the gx cos., since for most of them, they are looking to generate revenues, at least to a significant percent, from royalties that makes their current mkt caps somewhat hard to support at any reasonable multiple of 5 year earnings.

In a broader sense this also goes to a point that I think I've brought before - that with an accelerating pace of new drug development are we going to shorten the competitive lifecycle of many new drugs to the point that they will never recoup the cost of development plus a reasonable rate of return?

Then again, in this market the idea isn't to buy stocks that make sense; it's to buy stocks that someone else wants worse later <g>

biowa
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